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Goal
Our Goal is to provide you with a personalized valuable investment experience that will enhance your wealth and enrich you for the balance of your life.
 

Our Investment & Financial Consulting Services

Retirement Plans
Traditional Profit Sharing Plan Age Based Profit Sharing Plan
(age weighted)
New Comparability Plans Money Purchase Plans
Combination Money Purchase and Profit Sharing Defined Benefit Pension Plan

IRA
Traditional Roth
Simple SEP
SARSEP Educational IRA

401k Qualified Retirement Plan
Traditional SIMPLE 401k
safe harbor Uni-K
403b Plan 457 plan
Rollovers
IRA rollovers 403B/TSA Plan Rollovers
401K Plan Rollovers 457 Plan Rollovers
Non-Qualified Deferred Compensation Section 162 Executive Bonus Retirement Plan
Non-Qualified Employee Benefits 125 plan 401a
.
Investment Management
Systematic Investment Plans.
Stocks Bonds
Options Mutual Funds
.
Risk Management
.
Education Plans
Section 529 College Savings Plans Hope scholarship and lifetime learning credits
Education IRA.
.
Estate Planning
Pooled Income Funds Qualified disclaimers
Traditional Trusts Living Trusts
Alien spouse trusts Rabbi trusts
Secular trust Irrevocable trusts
Crummey trust Life insurance trusts
QPRT - Qualified Personal Residence Trust
Private Foundations Family Partnerships
First to Die Insurance Second to Die Life Insurance
Variable Life Insurance Single Premium Life Insurance
Term Insurance Fixed Annuities
Variable Annuities Immediate Variable Annuities
.
Tax Planning
Income Tax Estate Tax
Gift Tax Alternative Minimum Tax
.
Charitable Gifts
Charitable Remainder Unitrust Charitable Remainder Annuity Trust
Charitable Gift Annuity Net Income with Makeup Trust
wealth replacement trust irrevocable life insurance trust
second to die trust Charitable Lead Trusts
Pooled Income Funds Family Foundations
Endowment Funds.
.
BUSINESS SERVICES
Employee Benefits
Employee Stock Ownership Programs Pension Plans
Profit Sharing Plans group long term care insurance
group disability insurance.
Health Insurance plan Life Insurance Products
Split Dollar Life Insurance Voluntary Group Life Insurance
Dental & Disability Plans Disability Insurance plan
Long Term Care Insurance.
.
Business Services
Buy/sell Agreement Corporate Buy-Sell Insurance Agreements
Corporate Business Insurance Usages Corporate Funding
Cash Flow Corporate Financing
IPO IT Development
"GST" Amendments Key Management Investing
Executive Compensation Business Valuation
Succession Planning Market Research

Financial Needs Analysis and Goals Setting

Questionairres (may be found on web site) to help define your needs and goals. A no-cost, no-obligation personal one-on-one get acquainted meeting. for information and fact gathering meeting may be scheduled at your convenience

Financial Solutions

We work with you to help them identify their financial objectives, risks, opportunities, and strengths. We provide you with a financial education and a written step-by-step plan of action.

Investment Process

Using modern portfolio management techniques and utilizing both public and private professional money managers, we design and implement your personal investment program to maximize your potential for gains within your set risk tolerance. This includes a combination of Investment Management, Risk Management, Tax Planning, Retirement Planning, and Estate Planning skills unique in the industry.

Client Update & Reporting Process

We provide our clients with numerous forms of account and investment information.

  • Daily on-line account information access
  • Monthly brokerage statements
  • Quarterly formalized comprehensive reports
  • Annual personal meetings and reports


NOTE: ALL information contained in this site is for illustration purposes only, and by NO means should be considered individual tax or legal advice under any circumstances whatsoever!

Lynn R. Siewert AIMC
Pension Consultant   |   Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661

First Allied Securities
Securities Offered Exclusively Through
First Allied Securities, Inc.       Member NASD/ SIPC
All other products and services provided exclusively through Advanced Corporate Planning

This site is published for residents of the United States only. First Allied Securities' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local First Allied Securities office for information and availability.
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